Your Account

Get started with Benefix and make the most of your account

9 articles in this collection
Written by Lauren Hershey and Cindy Fillgrove

Account Maintenance

Edit Your Account Information

Adjusting your Default Step 4 and Proposal Sort Order, Changing your view in Step 3, and more!

Written by Lauren Hershey
Updated this week

Password Guide

How to unlock your account, reset or recover your password

Written by Lauren Hershey
Updated this week

Roles and Permissions

Detailed permissions for each account level

Written by Lauren Hershey
Updated over a week ago

Account Admin Maintenance

Account Billing Information

Configure or edit your account's payment details

Written by Cindy Fillgrove
Updated this week

Configure Quoting Options

Select which states and carriers your brokerage will quote

Written by Lauren Hershey
Updated this week

Proposal Set Up

How to add your brokerage's logo, branding colors, and contact info

Written by Cindy Fillgrove
Updated this week

How to Invite a Downline Broker or Brokerage

Available to GA Admin level permissions

Written by Lauren Hershey
Updated this week

How to Invite a User

Available to Account Admin level permissions

Written by Lauren Hershey
Updated this week

UnitedHealthcare Appointment

Important message regarding UHC quoting

Written by Lauren Hershey
Updated over a week ago